+113.7%
KLAC vs WFC
+13.8%
+99.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +7.0% |
| 7D | +5.7% | +3.8% | +1.9% | +4.5% |
| 30D | -3.6% | +1.5% | -5.1% | -4.1% |
| 3M | -12.8% | +10.9% | -23.7% | -15.9% |
| 6M | +26.1% | +8.4% | +17.6% | +22.1% |
| YTD | +53.3% | -1.9% | +55.2% | +54.6% |
| 1Y | +113.7% | +12.3% | +101.3% | +104.0% |
| All | +113.7% | +13.8% | +99.8% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WFC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling